Principal MidCap Growth Fund Class J (PMGJX)

6.11
Net Asset Value
-0.49%
1 Day
+9.89%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.21%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund actively trades portfolio securities.

Performance

1 month-0.49% 3 years+19.45%
3 months+8.53% 5 years+14.31%
1 year+21.75% Since inception+3.91%
Data through --

Peer Comparisonvs. Mid-cap growth

 PMGJXCategory
Performance 5-yr return+14.31%+14.47%
Expense ratio1.21%1.33%
Risk 5 year sharpe ratio0.970.95
Net assets$110.6M$1.4B
Average market cap$13.9B$9.4B
Average P/E29.125.6
Portfolio turnover185%185%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.65%
International stock4.00%
Cash2.35%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 20.83%
Industrial materials 19.60%
Consumer service 11.21%
Healthcare 9.95%
Business service 7.81%
Top 10 Holdings
Portfolio weighting
NOW ServiceNow Inc3.32%
SBAC SBA Communications Corp2.90%
HAR Harman International Industries Inc2.62%
LNKD LinkedIn2.48%
HBI HanesBrands Inc2.42%
STZ Constellation Brands Inc2.39%
BMRN Biomarin Pharmaceutical Inc2.20%
RHI Robert Half International Inc2.20%
HUM Humana Inc2.19%
ULTA Ulta Salon Cosmetics and Fragrance Inc2.18%

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